Overview
The Managers Users Functions allows you to add, delete and update user accounts.
The Manage Users function is located in the administration tools menu.
User Types
The following user types are available:
- Read only - User has read only access to charts. User can only view and (optionally) publish/print charts.
- Read/write - User has read/write access to charts. User can create and modify charts.
- Administrator - User can access administration tools (also has read/write access).
User Management
Add User | Add a new user. | |
Edit User | Update selected user record (including the Access Group). | |
Delete User | Delete selected users. |
Filter Controls
Locate user records using the following filter options:
- Search by Username: Enter part of the username in the search bar to quickly locate users.
- Filter by User Type: Show Read/Only, Read/Write, and/or Admin Users.
- Filter by Access Group: Show only users that belong to the selected Access Group(s).
Access Control
You can limit the folders and functionality a user can access using the Access Groups functionality.
You can also limit which records a user can access within a specific chart. See the Security topic for more details.
Private Folders
When you create a Read/Write user, you can optionally create a 'Private Folder' for the user (in the Add User Dialog). Private Folders can also be accessed by the associated user (and, of course, system administrators.
Mass Creation of User Accounts
Main Article: Mass Creation of User Accounts
You can automatically create user accounts by uploading a comma delimited file to OrgChart.
Password Delivery
The recommended method for delivering user credentials is to ask the end user click on the 'Request access to existing account' link located in the OrgChart login page. After clicking the link, the user will be emailed credentials. Alternately, you can note the password displayed in the Add User dialog and then communicate to the end user.
Tips and Tricks
- For each Read/write user, you can create a private folder. A private folder can only be accessed by the associated user (and administrators).
- Each account has a limited number of read/write seats available. Read only seats are unlimited. If you need additional administration or read/write seats, contact technical support.
Reviewed 07/30/2017